High-Net-Worth Estate Planning Attorney - Tresp, Day & Associates : Job Details

Since 1992, Tresp, Day, & Associates, Inc. has set the standard in both domestic and international estate planning and asset protection. We are currently seeking a high-net-worth estate planning attorney with experience in tax strategies, charitable giving, business succession planning, and trust administration to join our team in beautiful Solana Beach, California. This is an excellent opportunity to establish a long-term career with a clear path to partnership and play a key role in our continued growth.

We reward our attorneys with competitive base salary, excellent benefits, and an aggressive bonus plan with no caps and frequent payouts. We support our attorneys with the industry's best research and drafting tools, outstanding marketing, cover all the practice-related expenses, and a superb support staff.

Role: High-Net-Worth Estate Planning Attorney

Pay: $120k-$150k + no cap bonuses

Location: Solana Beach, CA (fully in-office)

Why Tresp, Day, & Associates, Inc.?

• Prime Location: Enjoy working in the beautiful Cedros Design District, just a short walk from the beach, cafes, shops, and the commuter train.
• Supportive Team & Culture: Join a team of dedicated attorneys with excellent paralegal support. We put our team member's happiness first ensuring a supportive workplace that values work-life balance
• Pathway to Partnership: Play a crucial role in our growth with a clear trajectory towards partnership.
• Top Notch Technology: Access the best research and drafting tools, including WestLaw, CEB OnLaw, and WealthCounsel.

What We're Looking For:

• Experienced Estate Planner: Minimum of 5 years of experience in estate planning with business formation experience, specifically for High-Net-Worth-Individuals.
• Licensed in California: Must be currently licensed to practice law in California. Licenses in Nevada, Wyoming, Arizona, Texas, or Florida are a plus.
• Client-Focused: Ability to build and maintain strong client relationships, understand their unique needs and provide effective solutions.

Your Responsibilities:

• Client Consultation: Assess clients' situations, goals, and concerns through detailed consultations while maintaining a high closing rate.
• Professional Collaboration: Collaborate with financial advisors, accountants, and other professionals for comprehensive wealth management.
• Drafting: Draft trusts and other testamentary documents tailored to high-net-worth clients.
• Client Education & Communication: Explain complex legal concepts and provisions of the estate plan to clients in a clear, concise manner. Maintain regular communication with clients to provide updates and manage expectations regarding potential outcomes.
• Continuous Legal Research: Stay ahead of estate and tax laws, and advanced planning and trust techniques.
• High-Net-Worth Planning:
• Tax Strategies: Develop tax-efficient strategies to minimize estate taxes, gift taxes, and other tax liabilities.
• Wealth Preservation: Advise clients on wealth preservation, asset protection strategies, and philanthropic strategies.
• Charitable Giving: Draft, create, and advise clients on charitable trusts and foundations.
• Business Succession: Assist clients with business transfer and succession planning.
• Trust Admin: Oversee the administration of the trust and decedents' estates.

What We Offer:

• Competitive Compensation: Salary commensurate with experience + no cap bonuses.
• Collaborative Environment: We pride ourselves on our tight-knit, supportive teams that collaborate on all cases.
• Growth Opportunities: Clear path to partnership for driven and successful team members.
• Comprehensive Benefits: Medical, dental, vision, and 401k with matching.

*Relocation Assistance: Available for the right candidate to make your transition seamless.